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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,083 | $36,948-45.6% | $73,658-72.7% | $87,485-77.0% |
| Participation rate | 100.0% | 46.8%+53.2pp | 57.0%+43.0pp | 68.9%+31.1pp |
| Annual return | 6.43% | 28.64%-22.2pp | 29.72%-23.3pp | 26.06%-19.6pp |
| Employer contribution / active EE | $1,333 | $670+99.0% | $1,032+29.2% | $2,596-48.6% |
| Participant deferral / active EE | $0 | $1,379-100.0% | $2,062-100.0% | $4,274-100.0% |
| Admin fee / account holder | $563 | $2,531-77.8% | $3,357-83.2% | $7,775-92.8% |